New year finance tips galore as podcast returns for one off special

A PODCAST about financial planning which has attracted listeners from across the globe is back for the new year with a content-packed one-off special.

The Financial Freedom Podcast, produced by Carlisle-based Rachael Bell Wealth Management, helps listeners make informed choices linked to investment planning, retirement planning and money management.

The first season of the pod attracted listeners across five continents and from countries including India, Australia, Canada, the United States and South Africa.

With a follow-up season planned for 2023, the team were keen to keep listeners engaged with a New Year special.

Expert: Rachael Bell

Practice Principal Rachael Bell said: “The success of our first season was amazing. We try to make financial advice as accessible as possible and answer many of the most common questions people have.


“We hope the podcast has tackled some of the barriers and fears that many people have when it comes to discussing finances and working with a financial adviser.

“Our New Year special looks at the 12 months ahead as we prepare to navigate uncertain times and continue to grapple with volatile markets. Our key message for 2023 is around taking control; we urge people to take control of their finances and offer some advice on how best to do so.”

The pod covers the following areas:

  • Planning for your future self: listeners are encouraged to take a look at the present and understand how the financial decisions they make today can impact on future prosperity and financial freedom. The team shares some sage advice on areas you need to consider.
  • Financial resilience: “Put on your own life jacket first,” advises Rachael as the team discuss what resilience means to different people in a financial context and how they can work to achieve it in the year ahead. Expect thought-provoking questions and commentary.
  • Retirement: Rachael and the team explore the age-old question of how much you need to enjoy a comfortable retirement – and why engaging with a financial adviser sooner rather than later is a crucial element of enjoying life after work.
Advice: The Rachael Bell Wealth Management team
  • Pensions: In the context of a tumultuous two years in the financial markets, the team looks at how pensions have been affected and crucially how to weather the storm to ensure you are able to enjoy the inevitable clear blue waters of recovery. There’s some great advice linked to human nature and the urge to take control in a crisis.
  • Intergenerational planning: With many families having three, four, or even five living generations, the dynamics of estate planning, tax efficiency and ensuring everyone is looked after are brought to the fore with some practical advice and tips.

The podcast will be available from January 4 on Spotify, Apple Podcasts, Amazon and Blubrry. Search for Rachael Bell – and enjoy.

Rachael Bell Wealth Management is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website

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